2023-12-12T14:26:36-06:00 2023-06-30 201518594 RFH PLLC 300 West Vine Street Ste 800 Lexington KY 405071812 990 2022-07-01 611370611 National Association of State Treasurers Foundation Inc NATI 8592761147 1201 Pennsylvania Ave NW 800 Washington DC 20004 Shaun Snyder EXECUTIVE DIRECTOR 8592761147 2023-12-12 1 Shaun Snyder 999009999 1 Andrew W DeMoss CPA P01418319 8592311800 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Shaun Snyder 1201 Pennsylvania Ave NW 800 Washington DC 20004 480200 0 X HTTP://NAST.ORG/NAST-FOUNDATION-2-0/ X 2000 KY TO RAISE AND PROVIDE FINANCIAL AND IN-KIND SUPPORT FOR THE EDUCATION AND PROFESSIONAL DEVELOPMENT OF STATE TREASURERS AND THEIR STAFFS. 5 5 0 0 0 0 403851 480200 0 0 0 0 0 0 403851 480200 0 0 0 0 113875 278482 0 0 0 309196 232862 423071 511344 -19220 -31144 693114 1150557 559038 1047625 134076 102932 TO RAISE AND PROVIDE FINANCIAL AND IN-KIND SUPPORT FOR THE EDUCATION AND PROFESSIONAL DEVELOPMENT OF STATE TREASURERS AND THEIR STAFFS. 0 0 31143 CONFERENCES - DESIGNED TO EDUCATE MEMBERS AND OTHERS OF TRENDS AND ISSUES FACING STATE TREASURERS AND THEIR STAFF. PROVIDES A FORUM FOR DIALOG, NETWORKING AND BUILDING PROFESSIONAL RELATIONSHIPS. 480201 TO RAISE AND PROVIDE FINANCIAL AND IN-KIND SUPPORT FOR SPECIAL EVENTS AND OTHER TRAINING OPPORTUNITIES FOR STATE TREASURERS AND THEIR STAFF. 511344 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 KY X NASACT 8592761147 449 LEWIS HARGETT CIRCLE LEXINGTON KY 40503 Honorable Josh Haeder Chair 5.00 5.00 X X 0 0 0 Honorable Michael Frerichs Vice-Chair 1.00 1.00 X X 0 0 0 Honorable David McRae Board Member 1.00 1.00 X 0 0 0 Honorable Fiona Ma Board member 1.00 1.00 X 0 0 0 Honorable Rachel Eubanks Board member 1.00 1.00 X 0 0 0 Shaun Snyder Executive Director 5.00 40.00 X 0 384849 72504 0 384849 72504 0 0 1 0 0 470200 10000 480200 480200 0 0 0 X 278482 278482 207522 207522 1327 1327 8837 8837 4321 4321 COMMUNICATIONS 10639 10639 MISCELLANEOUS 216 216 511344 511344 0 0 693114 1137329 13228 693114 1150557 23325 41952 535713 1005673 559038 1047625 X 134076 102932 134076 102932 693114 1150557 -31144 0 X X 0 1 X 1 0 X 425000 187560 1187358 403851 480200 2683969 425000 187560 1187358 403851 480200 2683969 2010389 673580 2683969 175271 0.25100 0.33870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X Part X, Line 2: The Foundation is exempt from federal income taxes under Section 501(c)(3) of the Code. However, income from certain activities not directly related to the Foundation's respective tax-exempt purposes are subject to taxation as unrelated business income. In addition, the Foundation has been determined by the Internal Revenue Service not to be private foundations within the context of Section 509(a) of the Code. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Association and recognize a tax liability if the Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by the Foundation, and has concluded that as of June 30, 2023 there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying consolidated financial statements. The Foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Foundation has filed their respective federal income tax returns for periods through June 30, 2022. These income tax returns are generally open to examination by the relevant taxing authorities for a period of three years from the later of the date of the return or its due date (including approved extensions). 0 0 0 0 0 0 0 0 0 Shaun Snyder Executive Director 0 375000 0 9849 0 0 0 70704 0 1800 0 457353 0 0 Form 990, Part VI, Section A, line 7a THE GOVERNING BODY IS COMPOSED OF THE PRESIDENT AND SENIOR VICE PRESIDENT OF THE NATIONAL ASSOCIATION STATE TREASURERS (NAST) AS EX-OFFICIO, VOTING DIRECTORS. THE REMAINING 3 DIRECTORS ARE APPOINTED BY THE PRESIDENT OF NAST, SUBJECT TO CONFIRMATION BY THE NAST MEMBERSHIP BY A MAJORITY VOTE OF THOSE VOTING ON THE CONFIRMATION. Form 990, Part VI, Section B, line 11b THE FORM 990 WILL BE REVIEWED BY ONE OR MORE BOARD MEMBERS AFTER IT HAS BEEN FILED. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY. Form 990, Part IX, line 11g Consultant Services: Program service expenses 207,522. Management and general expenses 0. Fundraising expenses 0. Total expenses 207,522. FORM 990, PART XII, LINE 2C THERE WAS NO CHANGE FROM THE PRIOR YEAR. NATIONAL ASSOCIATION OF STATE TREASURERS 449 LEWIS HARGETT CIRCLE LEXINGTON KY 40503 592017623 EDUCATION KY 501(c)(6) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0